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Slide 1 FastFacts Feature Presentation August 18, 2015 To dial in, use this phone number and...

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Slide 1 FastFacts Feature Presentation August 18, 2015 To dial in, use this phone number and participant code… Phone number: 888-651- 5908 Participant code: 182500 To participate via VoIP… You must have a sound card You must have headphones or computer speakers © 2014 The Johns Hopkins University. All rights reserved.
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Page 1: Slide 1 FastFacts Feature Presentation August 18, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 1

FastFactsFeature Presentation

August 18, 2015

To dial in, use this phone number and participant code…

Phone number: 888-651-5908 Participant code: 182500

To participate via VoIP… You must have a sound card

You must have headphones or computer speakers

© 2014 The Johns Hopkins University. All rights reserved.

Page 2: Slide 1 FastFacts Feature Presentation August 18, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 2

Today’s TopicWe’ll be taking a look at…

Analysis – Non Sponsored Financial Summary & Non

Sponsored YTD Transactional Detail

Page 3: Slide 1 FastFacts Feature Presentation August 18, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 3

Today’s Presenter

Jim Wax Accounting ManagerQuality ControlContact: [email protected]

443-997-4750

Page 4: Slide 1 FastFacts Feature Presentation August 18, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 4

Session Segments

PresentationIn this session, Jim Wax will demonstrate how to run and customize the Non Sponsored Financial Summary report and the Non Sponsored YTD Transactional Detail report, which are used to gain an overview of year-to-date/current period revenues and expenses.

During Jim’s presentation, your phone will be muted.Q&A

After the presentation, we’ll hold a Q&A session. We’ll open up the phone lines, and you’ll be able to ask questions. Jim will answer as many of your questions as time allows.

Page 5: Slide 1 FastFacts Feature Presentation August 18, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 5

Contact Us

If you would like to submit a question during the presentation or if you’re having technical difficulties, you can email us at: [email protected]

Page 6: Slide 1 FastFacts Feature Presentation August 18, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 6

Survey

SurveyAt the end of this FastFacts session, we’ll ask you to complete a short survey. Your honest comments will help us to enhance and improve future FastFacts sessions.

Page 7: Slide 1 FastFacts Feature Presentation August 18, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 7

How To View Full Screen

Click Here

Page 8: Slide 1 FastFacts Feature Presentation August 18, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 8

Analysis - Non Sponsored Financial Summary & Non

Sponsored YTD Transactional Detail

Page 9: Slide 1 FastFacts Feature Presentation August 18, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 9

Agenda

After today’s presentation you will be able to:

• Demonstrate how to run and customize the Non Sponsored Financial Summary report

• Demonstrate how to use the Goto feature to open a Detail report from the summary report

• Demonstrate how to run and customize the Non Sponsored YTD Transactional Detail report

• Export the report results to Excel

Page 10: Slide 1 FastFacts Feature Presentation August 18, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 10

How to Access Analysis

Click Open Analysis from BW News page on the Enterprise

Reporting tab.

Page 11: Slide 1 FastFacts Feature Presentation August 18, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 11

Non Sponsored – Financial Summary

Live Demo

Page 12: Slide 1 FastFacts Feature Presentation August 18, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 12

Find an Analysis Workspace

Users can locate a workspace (report) by drilling down

through the folders under Enterprise SAP BW

Alternatively today, we will use the search function to

locate the Non Sponsored – Financial Summary Report

Page 13: Slide 1 FastFacts Feature Presentation August 18, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 13

Search for an Analysis Workspace

Click the search drawer from the left hand side of the

screen

Type in all or part of the workspace name

This search is NOT case-sensitive

Page 14: Slide 1 FastFacts Feature Presentation August 18, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 14

Search for an Analysis Workspace

Click the magnifying glass to run the search

A list of reports containing your key words will appear

Page 15: Slide 1 FastFacts Feature Presentation August 18, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 15

Search for an Analysis Workspace

Find the workspace you are looking for and double-click it

For future reference, the location of the report is listed

below it

Page 16: Slide 1 FastFacts Feature Presentation August 18, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 16

Open the Workspace

A new tab will open and a prompt screen will appear

Page 17: Slide 1 FastFacts Feature Presentation August 18, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 17

Prompt Screen

Fill in all mandatory variables (designated by an asterisks)

Fill in any additional optional variables to retrieve just the

data you are looking for

You can either type in the value or select a value from the

member selector

Page 18: Slide 1 FastFacts Feature Presentation August 18, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 18

Prompt Screen

Fiscal Period = 09/2013

Funded Program = 80030951 & 80030952

Check the box next to Save prompt values with

workspace

Page 19: Slide 1 FastFacts Feature Presentation August 18, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 19

Workspace Panels

A workspace has 3 main sections

Data panel

Layout panel

Results panel

Each section can be closed to provide more space on the

screen

Sections can be re-opened at any time

Page 20: Slide 1 FastFacts Feature Presentation August 18, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 20

Report Layout – Data Panel

The left hand section is the Data panel

It contains the free characteristics that can be added to the

report

Page 21: Slide 1 FastFacts Feature Presentation August 18, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 21

Report Layout – Data Panel

The Data panel can be closed by

clicking the double arrows

It can be opened by clicking the

Data button

Clicking the Prompts button will

reopen the Prompt (variable)

screen

Page 22: Slide 1 FastFacts Feature Presentation August 18, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 22

Report Layout – Layout Panel

The middle section is the Layout panel

It show the rows, columns and background filters displayed

on the report

Page 23: Slide 1 FastFacts Feature Presentation August 18, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 23

Report Layout – Layout Panel

Close the Layout panel with the X in the upper right

corner

It can be opened by clicking the Layout button from

the toolbar

Page 24: Slide 1 FastFacts Feature Presentation August 18, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 24

Resizing Panels

The panel can be resized by dragging the right hand

side

Page 25: Slide 1 FastFacts Feature Presentation August 18, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 25

Report Layout – Results

The right section is the Results panel

It displays the resulting data from executing the report

Page 26: Slide 1 FastFacts Feature Presentation August 18, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 26

Scrolling

Use the scrollbars at the bottom to view all the

characteristics and key figures

Page 27: Slide 1 FastFacts Feature Presentation August 18, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 27

The scrollbar on the right is used to view all the data in the

report

Note: data is not broken into pages like BW Report Center

Scrolling

Page 28: Slide 1 FastFacts Feature Presentation August 18, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 28

Adding Characteristics

Add Commitment item to the rows – drag and drop function

Page 29: Slide 1 FastFacts Feature Presentation August 18, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 29

Characteristic Display

Right click in header

Display [commitment item] as Key : Text

Page 30: Slide 1 FastFacts Feature Presentation August 18, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 30

Resize Columns

Resize the column to display all data

Page 31: Slide 1 FastFacts Feature Presentation August 18, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 31

Filter Data

Filter the data to show specific items

Right-click the Commitment Item header

Select Filter By member…

Page 32: Slide 1 FastFacts Feature Presentation August 18, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 32

Range Selection

Select Range Selection

Greater than 630000

Click Add Range

Click OK

Page 33: Slide 1 FastFacts Feature Presentation August 18, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 33

View Detail

Some reports allow the user to jump to detail reports

Right-click the Commitment Item

Select Go To Non Sponsored Financial Detail (Link)

Page 34: Slide 1 FastFacts Feature Presentation August 18, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 34

View Detail

The prompt screen will appear

Verify prompt values are correct and click OK

Page 35: Slide 1 FastFacts Feature Presentation August 18, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 35

View Detail Report

The Detail report will display in the bottom pane

Page 36: Slide 1 FastFacts Feature Presentation August 18, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 36

Close Detail Report

Close the detail report with the X in the right corner

Page 37: Slide 1 FastFacts Feature Presentation August 18, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 37

Saving FavoritesClick the Prompt button to make sure the Save prompt

values with workspace box was checked

If not, check it and re-save the workspace

Page 38: Slide 1 FastFacts Feature Presentation August 18, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 38

Save Report

You can save the report to your favorites

Click the down-facing arrow next to the save button and

select Save As…

Page 39: Slide 1 FastFacts Feature Presentation August 18, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 39

Saving Favorites

Workspaces are saved under a user’s favorites folder

Give the workspace a meaningful name

Click Save

Page 40: Slide 1 FastFacts Feature Presentation August 18, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 40

Retrieving FavoritesWorkspaces can be retrieved from a users favorites area

Go to the Documents tab My Documents My

Favorites

Double-click a workspace to open it

Workspaces can be further organized into sub-folders

Page 41: Slide 1 FastFacts Feature Presentation August 18, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 41

Find an Analysis WorkspaceLocate a workspace (report) by drilling down through the

folders under Enterprise SAP BW

Page 42: Slide 1 FastFacts Feature Presentation August 18, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 42

Find an Analysis WorkspaceThis workspace can be found under Finance Funds

Management

Double-click the workspace to open it

Page 43: Slide 1 FastFacts Feature Presentation August 18, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 43

Open the Workspace

A new tab will open and a prompt screen will appear

Page 44: Slide 1 FastFacts Feature Presentation August 18, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 44

Prompt Screen

Fill in all mandatory variables (designated by an asterisks)

Fill in any additional optional variables to retrieve just the data

you are looking for

You can either type in the value or select a value from the

member selector

Page 45: Slide 1 FastFacts Feature Presentation August 18, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 45

Prompt ScreenEnter the values on the prompt screen

Check the box next to Save prompt values with

workspace

Page 46: Slide 1 FastFacts Feature Presentation August 18, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 46

Filter Key FiguresRight-click Key Figures

Choose Filter By member…

Page 47: Slide 1 FastFacts Feature Presentation August 18, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 47

Filter Key FiguresUncheck Revenues Expenditures

Click OK

Page 48: Slide 1 FastFacts Feature Presentation August 18, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 48

Adding CharacteristicsTo add several characteristics at once, first click the Auto

Update button

The results area will turn gray

Your workspace will not refresh until you click it again

Page 49: Slide 1 FastFacts Feature Presentation August 18, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 49

Adding CharacteristicsDrag all the desired characteristics into the workspace rows

Page 50: Slide 1 FastFacts Feature Presentation August 18, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 50

Removing CharacteristicsDrag any unwanted characteristics back to the data panel

Page 51: Slide 1 FastFacts Feature Presentation August 18, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 51

Adding CharacteristicsClick the Auto Update button again

The data in the workspace will refresh

Page 52: Slide 1 FastFacts Feature Presentation August 18, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 52

Resize ColumnsResize any columns necessary

Drag the column header to resize

Page 53: Slide 1 FastFacts Feature Presentation August 18, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 53

TotalsRight-click a header to add a sub-total for a characteristic

Choose Totals Show totals

Page 54: Slide 1 FastFacts Feature Presentation August 18, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 54

TotalsSub-totals will appear for the characteristic

Page 55: Slide 1 FastFacts Feature Presentation August 18, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 55

Save ReportSave the report to your favorites

Click the arrow next to the save button and choose Save

As…

Page 56: Slide 1 FastFacts Feature Presentation August 18, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 56

Saving FavoritesWorkspaces are saved under a user’s favorites folder

Give the workspace a meaningful name

Click Save

Page 57: Slide 1 FastFacts Feature Presentation August 18, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 57

Export to ExcelTo export the data to Excel, click the down arrow next to the

export button

Choose XLSX (Excel 2007 or later)

Page 58: Slide 1 FastFacts Feature Presentation August 18, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 58

Export to ExcelCheck Repeat outer header members

Check Export Key and Text values as separate columns

Click OK

Page 59: Slide 1 FastFacts Feature Presentation August 18, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 59

Export to ExcelYou will be presented with options to open or save the file

In this example, choose Open

Page 60: Slide 1 FastFacts Feature Presentation August 18, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 60

Export to ExcelThe workspace data will be exported to Excel

Page 61: Slide 1 FastFacts Feature Presentation August 18, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 61

Log Off

When you are finished with Analysis be sure to log off.

Click the log off link in the top right hand corner.

Page 62: Slide 1 FastFacts Feature Presentation August 18, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 62

Non Sponsored – Financial Summary

End Live Demo

Page 63: Slide 1 FastFacts Feature Presentation August 18, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 63

ResourcesThis page contains links to the various resources mentioned throughout this presentation. You can click on the links or copy and paste the links into your web browser.

JHU Finance Website:http://finance.jhu.edu/reports_guides/analysis/overview.html

JHU Finance:[email protected] or 410-516-3277

SAP at Hopkins:http://www.sapathopkins.org/

SAP Portal:http://sap.johnshopkins.edu/

Training [email protected]

Page 64: Slide 1 FastFacts Feature Presentation August 18, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 64

We’re going to open the phone lines now!There will be a slight pause, and then a recorded voice will provide instructions on how to ask questions over this conference call line.We’ll be answering questions in the order that we receive them.We’ll also be answering the questions that were emailed to us during the presentation.If there’s a question that we can’t answer, we’ll do some research after this session, and then email the answer to all participants.

Q&A

Page 65: Slide 1 FastFacts Feature Presentation August 18, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 65

Thank You!

Thank you for participating!We would love to hear from you.

Are there certain topics that you would like us to cover in future FastFacts sessions?Would you like to be a FastFacts presenter?Please email us at: [email protected]

Page 66: Slide 1 FastFacts Feature Presentation August 18, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 66

Survey

Before we close, please take the time to complete a short survey.Your feedback will help us as we plan future FastFacts sessions.Click this link to access the survey… http://connect.johnshopkins.edu/fastfactssurvey/

Thanks again!


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